Kunal Lunawat

So I would not, you know, opine much on how WeWork was run as a business.

But the fact is that if you think about a PropTech business that's been scaled faster than anything,

There are a few proof points on WeWork.

If you think about a category being created in the office space, I mean, co-working as a concept was introduced and made global by WeWork.

So to have those insights in terms of how to make a business go global and how to scale something that fast, I think there are fewer people better positioned to do that than the current team that we have at the cap table.

I'd have a more positive spin towards that, which is not everyone in the world can raise $20 billion.

So you find me five people and I'll speak to all five of them.

Sure.

So we invest in this company called Stay Flexi.

It came out of Y Combinator's last cohort.

They're building the modern OS for hotel owners and operators.

And really to think about it is, you know, the initial wedge, the foot in the door for them is allow flexible check-in and check-outs.

So Nathan, you may have gone to a hotel room, you know, your flight may have landed early and you want to check in at 9 a.m.

But you could only check in post 2 p.m.

And then you wanted to say check out late, but you had to check out by 11 a.m.

So what StayFlexy is solving for is essentially at the point of sale, when you're making a reservation, you get to select the hour that you want to check in.

So it could be 9 a.m., 9.30 a.m., 10 a.m.

And then you also get to check out the hour that you want to check out.

Could be 3 p.m., 3.30 p.m., and 4 p.m.

Turns out to actually have this flexibility is a pretty complex problem at the back end.